Capturing Profitability in the Wealth Management Market. World Wealth increased by 8.2% to $30.8 trillion driven by North America and Asia Pacific according to the 2005 World Wealth Report from Capgemini and Merrill Lynch. This increase is driving a larger Wealth Management market creating greater opportunities for wealth advisers to leverage new technology to acquire new clients and grow profits with High Net Worth Individuals (HNWIs).
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Increasing Profitability of Wealth Management Services .
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Bringing the family office downstream, affordably is a new way for Wealth Management firms to service the diverse and complex needs of the newly identified segment of “mid tier millionaires (MTMs)”.
As a result, competition among wealth advisory firms
is fierce for finding ways to improve existing client relationships, provide
new tools to increase adviser effectiveness, maximise technology investments and
control the costs of client-adviser interactions without jeopardising relationships.
Capgemini has worked with over 75% of the largest financial services companies
in the world. We have successfully partnered with leading firms in the wealth
management industry including brokerage, banking, insurance and diversified financial
institutions. We develop the right solutions with the best strategic partners
like Microsoft, IBM, Oracle, Siebel and specialty partners such as Thomson Financial, Finaplex, and x.eye. To improve the quality of our solutions, accelerate time-to-market and
reduce risk we draw on unparalleled resources including our Accelerated Delivery Centres (ADCs) and Accelerated Solutions Environments (ASEs) and comprehensive Outsourcing options.
We collaborate with our clients to:
Capture Growth in the Wealth Management Market
We help clients to accelerate their strategies for growth in the wealth management market by optimising customer/market-facing initiatives and advisor/distribution-channel facing initiatives. With strategic services including competitive benchmarking , market sizing, customer segmentation and service analysis, and distribution channel transformation our clients can take advantage of the experience that we have with many different models of distribution (captive, independent/franchise, team-based models) and with affluent customer segments (mass affluent, high net worth, ultra high net worth)
Download our brochure on wealth management services.
Creating Best-of-Breed Adviser Workstations
Taking action to deliver superior customer experiences in a cost-effective manner, leading wealth management firms are improving their advisers’ efficiency by building integrated, end-to-end wealth management platforms that include leading products, productivity tools, prescribed business processes and technology for their adviser forces.
Managing Complexities of Sophisticated High Net Worth Customers
We help clients address the demand of affluent clients at all wealth levels to have increased levels of transparency and control over their financial affairs and minimise their exposure to investment scandals and downside risk by encouraging collaboration. Developing a robust, scalable way to enable advisors and their institutions to truly develop collaborative relationships with affluent clients involves significant leverage of the online channel. Capgemini helps firms to develop an approach to wealth management online that does not replace advisers, but rather extends the adviser experience to the internet. Download our brochure on wealth online services.
Creating Virtual Service Networks
Bringing the family office downstream, affordably is a new way for Wealth Management firms to service the diverse and complex needs of the newly identified segment of “mid tier millionaires (MTMs)”. Download our brochure on virtual service networks.